OrbiMed Advisors LLC
- SEC CIK
- 0001055951
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 111
- +2 vs. Q3 2024
- Portfolio value
- $4.82B
- −$648.8M (−11.9%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EWTXEdgewise Therapeutics, Inc. | COM | 15,021,721 | $401.1M | 8.3% | 00.0% | Unchanged | History |
| SVASinovac Biotech Ltd | SHS | 2,718,735 | $334.0M | 6.9% | 00.0% | Unchanged | History |
| BSXBoston Scientific Corp | Stock | 3,160,300 | $282.3M | 5.9% | −112,700−3.4% | Reduced | History |
| LLYEli Lilly & Co | Stock | 337,600 | $260.6M | 5.4% | 00.0% | Unchanged | History |
| ISRGIntuitive Surgical Inc | COM NEW | 401,700 | $209.7M | 4.4% | −32,100−7.4% | Reduced | History |
| ELVNEnliven Therapeutics, Inc. | COM | 7,959,538 | $179.1M | 3.7% | 00.0% | Unchanged | History |
| NBIXNeurocrine Biosciences Inc | Stock | 938,120 | $128.1M | 2.7% | +635,900+210.4% | Added | History |
| SYKStryker Corp | Stock | 344,400 | $124.0M | 2.6% | 00.0% | Unchanged | History |
| SRPTSarepta Therapeutics, Inc. | COM | 963,400 | $117.1M | 2.4% | +8,900+0.9% | Added | History |
| ARGXArgenx SE | SPONSORED ADR | 189,700 | $116.7M | 2.4% | −14,800−7.2% | Reduced | History |
| IRONDisc Medicine, Inc. | COM | 1,785,571 | $113.2M | 2.4% | 00.0% | Unchanged | History |
| THCTenet Healthcare Corp | COM NEW | 792,000 | $100.0M | 2.1% | +10,000+1.3% | Added | History |
| IONSIonis Pharmaceuticals Inc | COM | 2,817,347 | $98.5M | 2.0% | +492,900+21.2% | Added | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 415,600 | $97.8M | 2.0% | +165,300+66.0% | Added | History |
| UPBUpstream Bio, Inc. | COM | 5,693,589 | $93.6M | 1.9% | +5,693,589 | New | History |
| SPRYARS Pharmaceuticals, Inc. | COM | 8,288,510 | $87.4M | 1.8% | 00.0% | Unchanged | History |
| EWEdwards Lifesciences Corp | Stock | 1,145,302 | $84.8M | 1.8% | +1,145,302 | New | History |
| MRKMerck & Co., Inc. | Stock | 829,900 | $82.6M | 1.7% | −486,100−36.9% | Reduced | History |
| AVBPArriVent BioPharma, Inc. | COM | 3,027,328 | $80.6M | 1.7% | 00.0% | Unchanged | History |
| BIIBBiogen Inc. | COM | 509,100 | $77.9M | 1.6% | −303,900−37.4% | Reduced | History |
| ITGRInteger Holdings Corp | COM | 575,000 | $76.2M | 1.6% | 00.0% | Unchanged | History |
| CYTKCytokinetics Inc | COM NEW | 1,584,005 | $74.5M | 1.5% | +817,099+106.5% | Added | History |
| MBXMBX Biosciences, Inc. | COM | 3,812,215 | $70.3M | 1.5% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 130,900 | $66.2M | 1.4% | −48,100−26.9% | Reduced | History |
| NTRANatera, Inc. | COM | 413,000 | $65.4M | 1.4% | −274,500−39.9% | Reduced | History |
| VRTXVertex Pharmaceuticals Inc | Stock | 151,000 | $60.8M | 1.3% | 00.0% | Unchanged | History |
| THRDThird Harmonic Bio, Inc. | COM | 5,779,071 | $59.5M | 1.2% | 00.0% | Unchanged | History |
| CRNXCrinetics Pharmaceuticals, Inc. | COM | 999,000 | $51.1M | 1.1% | −51,055−4.9% | Reduced | History |
| UHSUniversal Health Services Inc | CL B | 269,300 | $48.3M | 1.0% | +113,300+72.6% | Added | History |
| SIBNSI-BONE, Inc. | COM | 3,442,853 | $48.3M | 1.0% | +137,052+4.1% | Added | History |
| SWTXSpringWorks Therapeutics, Inc. | COM | 1,255,031 | $45.3M | 0.9% | −135,600−9.8% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 84,400 | $43.9M | 0.9% | 00.0% | Unchanged | History |
| TERNTerns Pharmaceuticals, Inc. | COM | 7,562,971 | $41.9M | 0.9% | 00.0% | Unchanged | History |
| CGONCG Oncology, Inc. | COM | 1,431,114 | $41.0M | 0.9% | +740,000+107.1% | Added | History |
| JANXJanux Therapeutics, Inc. | COM | 758,566 | $40.6M | 0.8% | −500,000−39.7% | Reduced | History |
| EXASExact Sciences Corp | COM | 679,816 | $38.2M | 0.8% | 00.0% | Unchanged | History |
| NPCENeuroPace Inc | COM | 3,406,335 | $38.1M | 0.8% | 00.0% | Unchanged | History |
| XENEXenon Pharmaceuticals Inc. | COM | 947,877 | $37.2M | 0.8% | +36,457+4.0% | Added | History |
| CRVSCorvus Pharmaceuticals, Inc. | COM | 6,943,654 | $37.1M | 0.8% | 00.0% | Unchanged | History |
| State Street SPDR S&P Biotech ETF78464A870 | ETF | 372,000 | $33.5M | 0.7% | +372,000 | New | – |
| CMPXCompass Therapeutics, Inc. | COM | 22,362,850 | $32.4M | 0.7% | 00.0% | Unchanged | History |
| XTNTXtant Medical Holdings, Inc. | COM NEW | 73,114,592 | $32.4M | 0.7% | 00.0% | Unchanged | History |
| Avidity Biosciences, Inc.05370A108 | COM | 1,112,886 | $32.4M | 0.7% | +68,081+6.5% | Added | – |
| VERAVera Therapeutics, Inc. | CL A | 742,572 | $31.4M | 0.7% | +66,700+9.9% | Added | History |
| DYNDyne Therapeutics, Inc. | COM | 1,227,080 | $28.9M | 0.6% | +518,680+73.2% | Added | History |
| CGEMCullinan Therapeutics, Inc. | COM | 1,942,555 | $23.7M | 0.5% | +872,500+81.5% | Added | History |
| VIRVir Biotechnology, Inc. | COM | 3,218,617 | $23.6M | 0.5% | −354,383−9.9% | Reduced | History |
| GILDGilead Sciences, Inc. | Stock | 245,600 | $22.7M | 0.5% | +93,900+61.9% | Added | History |
| RYTMRhythm Pharmaceuticals, Inc. | COM | 400,000 | $22.4M | 0.5% | −35,900−8.2% | Reduced | History |
| IMTXImmatics N.V. | SHS | 3,087,462 | $22.0M | 0.5% | +1,081,081+53.9% | Added | History |
| FOLDAmicus Therapeutics, Inc. | COM | 2,285,400 | $21.5M | 0.4% | +1,715,100+300.7% | Added | History |
| SCPHscPharmaceuticals Inc. | COM | 6,059,528 | $21.5M | 0.4% | 00.0% | Unchanged | History |
| RAPTRAPT Therapeutics, Inc. | COM | 13,135,260 | $20.8M | 0.4% | +13,135,260 | New | History |
| TYRATyra Biosciences, Inc. | COM | 1,470,086 | $20.4M | 0.4% | +701,448+91.3% | Added | History |
| MLYSMineralys Therapeutics, Inc. | COM | 1,611,637 | $19.8M | 0.4% | −391,302−19.5% | Reduced | History |
| 0000000000 | Stock | 12,048,773 | $17.7M | 0.4% | 00.0% | Unchanged | – |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | 652,028 | $17.7M | 0.4% | +268,323+69.9% | Added | History |
| KROSKeros Therapeutics, Inc. | COM | 1,018,734 | $16.1M | 0.3% | 00.0% | Unchanged | History |
| CCCCC4 Therapeutics, Inc. | COM STK | 4,377,900 | $15.8M | 0.3% | 00.0% | Unchanged | History |
| MEDPMedpace Holdings, Inc. | COM | 44,900 | $14.9M | 0.3% | 00.0% | Unchanged | History |
| VSTMVerastem, Inc. | COM NEW | 2,862,448 | $14.8M | 0.3% | 00.0% | Unchanged | History |
| PRLDPrelude Therapeutics Inc | COM | 10,909,256 | $13.9M | 0.3% | 00.0% | Unchanged | History |
| CRBPCorbus Pharmaceuticals Holdings, Inc. | COM NEW | 1,172,287 | $13.8M | 0.3% | +259,735+28.5% | Added | History |
| FBRXForte Biosciences, Inc. | COM NEW | 600,000 | $13.6M | 0.3% | +600,000 | New | History |
| ITCIIntra-Cellular Therapies, Inc. | COM | 163,000 | $13.6M | 0.3% | +163,000 | New | History |
| SLRNACELYRIN, Inc. | COM | 4,001,711 | $12.6M | 0.3% | 00.0% | Unchanged | History |
| ABCLAbCellera Biologics Inc. | COM | 4,180,768 | $12.2M | 0.3% | 00.0% | Unchanged | History |
| ADCTADC Therapeutics SA | SHS | 5,968,451 | $11.9M | 0.2% | +1,434,650+31.6% | Added | History |
| ACETAdicet Bio, Inc. | COM | 11,447,140 | $11.0M | 0.2% | 00.0% | Unchanged | History |
| PMVPPMV Pharmaceuticals, Inc. | COM | 6,475,291 | $9.78M | 0.2% | 00.0% | Unchanged | History |
| NMRANeumora Therapeutics, Inc. | COM | 804,996 | $8.53M | 0.2% | −695,004−46.3% | Reduced | History |
| QTTBQ32 Bio Inc. | COM | 2,252,987 | $7.75M | 0.2% | 00.0% | Unchanged | History |
| GERNGeron Corp | COM | 2,168,000 | $7.67M | 0.2% | +2,168,000 | New | History |
| AVTXAvalo Therapeutics, Inc. | COM NEW | 967,000 | $7.18M | 0.1% | 00.0% | Unchanged | History |
| CRDFCardiff Oncology, Inc. | COM | 1,538,462 | $6.68M | 0.1% | +1,538,462 | New | History |
| SRRKScholar Rock Holding Corp | COM | 151,800 | $6.56M | 0.1% | −590,500−79.6% | Reduced | History |
| INSMINSMED Inc | COM PAR $.01 | 94,559 | $6.53M | 0.1% | +94,559 | New | History |
| ENGNenGene Therapeutics Inc. | COM | 920,339 | $6.12M | 0.1% | +920,339 | New | History |
| IMAImageneBio, Inc. | COM | 3,539,358 | $5.80M | 0.1% | 00.0% | Unchanged | History |
| NSPRInspireMD, Inc. | COM | 2,133,405 | $5.61M | 0.1% | 00.0% | Unchanged | History |
| TRAWTraws Pharma, Inc. | COM NEW | 605,531 | $5.38M | 0.1% | 00.0% | Unchanged | History |
| BIOABioAge Labs, Inc. | COM | 921,959 | $5.34M | 0.1% | −501,511−35.2% | Reduced | History |
| XFORX4 Pharmaceuticals, Inc | COM | 7,133,515 | $5.23M | 0.1% | 00.0% | Unchanged | History |
| BCAXBicara Therapeutics Inc. | COM | 298,301 | $5.20M | 0.1% | +26,391+9.7% | Added | History |
| MISTMilestone Pharmaceuticals Inc. | COM | 2,000,000 | $4.72M | 0.1% | 00.0% | Unchanged | History |
| RPTXRepare Therapeutics Inc. | COM | 3,322,488 | $4.35M | 0.1% | 00.0% | Unchanged | History |
| PASGPassage BIO, Inc. | COM | 7,404,869 | $4.20M | 0.1% | −2,418,007−24.6% | Reduced | History |
| KRYSKrystal Biotech, Inc. | COM | 23,500 | $3.68M | 0.1% | 00.0% | Unchanged | History |
| ARDTArdent Health, Inc. | COM | 206,000 | $3.52M | 0.1% | 00.0% | Unchanged | History |
| CMMBChemomab Therapeutics Ltd. | SPONSORED ADS | 1,741,273 | $3.15M | 0.1% | 00.0% | Unchanged | History |
| CBLLCeribell, Inc. | COM | 112,500 | $2.91M | 0.1% | +112,500 | New | History |
| FATEFate Therapeutics Inc | COM | 1,680,580 | $2.77M | 0.1% | 00.0% | Unchanged | History |
| PEPGPepGen Inc. | COM | 653,016 | $2.47M | 0.1% | −144,342−18.1% | Reduced | History |
| TILInstil Bio, Inc. | COM NEW | 116,785 | $2.23M | <0.1% | +83,085+246.5% | Added | History |
| NKTXNkarta, Inc. | COM | 821,400 | $2.05M | <0.1% | −659,200−44.5% | Reduced | History |
| LYELLyell Immunopharma, Inc. | COM | 3,103,623 | $1.99M | <0.1% | −2,982,378−49.0% | Reduced | History |
| IMVTImmunovant, Inc. | COM | 78,500 | $1.94M | <0.1% | +78,500 | New | History |
| AKROAkero Therapeutics, Inc. | COM | 66,000 | $1.84M | <0.1% | +66,000 | New | History |
| TNGXTango Therapeutics, Inc. | COM | 550,000 | $1.70M | <0.1% | +550,000 | New | History |
| TSBXTurnstone Biologics Corp. | COM | 3,099,265 | $1.54M | <0.1% | 00.0% | Unchanged | History |
Options (7)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| GILDGilead Sciences, Inc. | Stock | – | $18.5M |
| UHSUniversal Health Services Inc | CL B | – | $8.97M |
| PFEPfizer Inc | Stock | – | $6.63M |
| GPCRStructure Therapeutics Inc. | SPONSORED ADS | – | $4.07M |
| SIBNSI-BONE, Inc. | COM | – | $3.50M |
| THCTenet Healthcare Corp | COM NEW | – | $3.16M |
| CCCCC4 Therapeutics, Inc. | COM STK | – | $540.0K |
Sold out since Q3 2024 (17)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| AMGNAmgen Inc | Stock | 252,300 | $81.3M | 1.5% | History |
| ELVElevance Health, Inc. | Stock | 106,200 | $55.2M | 1.0% | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 45,200 | $47.5M | 0.9% | History |
| EVHEvolent Health, Inc. | CL A | 1,665,115 | $47.1M | 0.9% | History |
| PCVXVaxcyte, Inc. | COM | 387,000 | $44.2M | 0.8% | History |
| SNDXSyndax Pharmaceuticals Inc | COM | 1,925,300 | $37.1M | 0.7% | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 1,270,400 | $36.6M | 0.7% | History |
| ICLRIcon PLC | COM | 123,900 | $35.6M | 0.7% | History |
| PHATPhathom Pharmaceuticals, Inc. | COM | 1,449,073 | $26.2M | 0.5% | History |
| APGEApogee Therapeutics, Inc. | COM | 379,130 | $22.3M | 0.4% | History |
| LXRXLexicon Pharmaceuticals, Inc. | COM NEW | 11,024,000 | $17.3M | 0.3% | History |
| BNTXBioNTech SE | SPONSORED ADS | 103,000 | $12.2M | 0.2% | History |
| ACADAcadia Pharmaceuticals Inc | COM | 764,600 | $11.8M | 0.2% | History |
| OSCROscar Health, Inc. | CL A | 351,618 | $7.46M | 0.1% | History |
| LBPHLongboard Pharmaceuticals, Inc. | COM | 170,000 | $5.67M | 0.1% | History |
| TELATELA Bio, Inc. | COM | 2,161,185 | $5.47M | 0.1% | History |
| VIGLVigil Neuroscience, Inc. | COM | 448,891 | $1.53M | <0.1% | History |